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Deal Desk Analyst
2 months ago
ADP is hiring a Deal Desk Analyst – Human Resources Outsourcing (HRO) within our Commercial Operations Center of Excellence (CoE)
* This is a hybrid role based out of our Maitland, FL, Tempe, AZ, or Allentown, PA offices. Qualified candidates must live within commutable distance to one of these locations. *
This is a highly customer centric, engaging and instrumental role in driving early-stage customer success within the Human Resources Outsourcing (HRO) organization. We are seeking an individual who has high-energy, likes to win, thrives where things move fast, and deadlines must be hit without exception. You will serve as a trusted advisor to Sales teams and work directly with Clients in their post-sales onboarding and transition to ADP.
At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success, culture, solving challenges and building invaluable working partnerships motivates you, you belong at ADP.
We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven and Social Responsibility.
Responsibilities:
- Under limited direction, the Deal Desk Analyst works with Clients, Sales, and Service as their post-sale onboarding subject matter expert. They will meet with the prospect/client (virtually or in person-where applicable) to perform all core on-boarding activities.
- Collect and review PEO Health and benefits new business prospect applications for accuracy and completeness, maintains an activity tracking log and interacts with clients.
- The team will act as a "one-stop-shop" for sales and work collaboratively with Service organizations to ensure prioritized deals are executed with both velocity and accuracy, so that Sales can focus on generating new business.
- Schedule and conduct new client orientation meetings virtually.
- Responsibilities include structuring PEO deals in CRM, performing due-diligence and analysis of customer onboarding requirements, handling and collecting PEO health and benefits new business prospect applications for accuracy and completeness, knowledge of federal/state/local guidelines, and more.
- Manage client expectations, internal communications, and relationships.
- Responsible for gathering and reviewing new hire packets, benefit enrollment forms, garnishments, 401k, flex, accrual information, payroll register etc. to ensure the client's on-boarding process is handled in a timely manner and compliant with Sales and Service customer onboarding policies/procedures.
- Manage several implementation projects at any given time while providing a seamless and efficient, one-stop Concierge-style service for onboarding payroll/HR PEO clients from sale to start.
- Facilitate problem resolution for client employees and/or contacts directly or by partnering with the appropriate department.
- Cultivate strong partnerships with your peers in cross-functional teams (sales, implementation, clients) to ensure Sales to Implementation cycle is efficient and seamless.
- Provide recommendations to ADP leadership around potential best practices and training on ADP solutions, based on client input or experience.
Qualifications Required:
- A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
- At least 3-5 years of business operations, customer operations, sales operations experience or systems integration environment.
- Prior experience in customer success/customer onboarding operations are a plus.
Preferred Qualifications:
Preference will be given to candidates who have the following:
- Ownership mindset, making the customer top priority, curiosity, and high ethical standards.
- Excellent interpersonal and relationship management skills
- Excellent written and verbal communication skills, along with organizational and time management
- Strong Excel, Sales Enablement Tools (CRM, GONG, Seismic, etc.), MSWord and PowerPoint skills
- Meticulous with strong analytical skills and judgement/decision-making ability.
- Ability to work in a fast-paced, performance-based environment and meet deadlines.
- Work independently and proactively drive issues to resolution.
- Knowledge of HR and Payroll industry tools and best practices are also a plus.